Independence Mission Schools 403(B) Plan — Form 5500 plan (Independence Mission Schools)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Independence Mission Schools 403(B) Plan is a benefit plan reported by Independence Mission Schools under EIN 45-4720688 and plan number 001. The latest loaded filing year is 2023. The filing reports 539 participants and $6,932,793 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Independence Mission Schools
- EIN
- 45-4720688
- Plan number
- 001
- Plan type
- 2
- Location
- King Of Prussia, PA
- Latest filing year
- 2023
- Participants
- 539
- End-of-year plan assets
- $6,932,793
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 539 | H, C | 20241015104629NAL0048900112001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,932,793
- Total liabilities (EOY)
- $38,978
- Net assets (EOY)
- $6,893,815
- Net assets (BOY)
- $5,560,910
Income & contributions
- Employer contributions
- $361,225
- Participant contributions
- $408,534
- Total contributions
- $819,759
- Total income / additions
- $1,697,272
Expenses & distributions
- Benefits paid
- $328,522
- Administrative expenses
- $34,622
- Total expenses
- $364,367
- Net increase / (decrease)
- $1,332,905
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northeast Financial Group | INVESTMENT MANAGER | $23,063 | not reported in the loaded dataset | 2023 |
| Gerry Miletics | INVESTMENT MANAGER | $7,480 | not reported in the loaded dataset | 2023 |